Original filing (PDF)20241101100456NAL0004599360001

TANNENBAUM, BELLANTONE & SILVER P.C.

Name: TANNENBAUM, BELLANTONE & SILVER P.C. — TANNENBAUM, BELLANTONE & SILVER P.C. RETIREMENT PLAN, Form 5500 (2023)
Creator: TANNENBAUM, BELLANTONE & SILVER P.C.

Form 5500-SF

FILING_RECEIVED

TANNENBAUM, BELLANTONE & SILVER P.C. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANNENBAUM, BELLANTONE & SILVER P.C..

Plan sponsor

Name

TANNENBAUM, BELLANTONE & SILVER P.C.

EIN

11-2513812

Address

2001 MARCUS AVE · SUITE N125 · NEW HYDE PARK, NY · 11042

Phone

(516) 354-0200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-11-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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